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Stephens Inc’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Stephens Inc’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,719
Closed -$244K – 1315
2025
Q4 		$244K Buy
2,719
+405
+18% +$36.1K ﹤0.01% 1122
2025
Q3 		$204K Buy
+2,314
New +$197K ﹤0.01% 1214
2018
Q1 		– Sell
-12,735
Closed -$686K – 689
2017
Q4 		$686K Buy
+12,735
New +$695K 0.03% 434

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stephens Inc's AOA Position: Q1 2026 in Review

Stephens Inc sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026, closing a stake of 2,719 shares — an estimated $244K sold.

Stephens Inc first reported a position in AOA in Q4 2017 and held it in 3 quarters. The position peaked at $686K in Q4 2017. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

  • Stephens Inc reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 2,719 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $244K.
  • Stephens Inc first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 3 quarters.
  • Stephens Inc's iShares Core 80/20 Aggressive Allocation ETF position peaked at $686K in Q4 2017.
  • 403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.